Cary Street Partners Investment Advisory LLC

Item 5 Fees and Compensation for additional information on Other Investment Advisers.

CIVC Partners, L.P.
CSPIA is indirectly, majority-owned by CIVC Fund VII, which is managed by CIVC Partners, L.P. (“CIVC
Partners”), an SEC registered investment adviser to private funds, which operates independently of CSPIA.
Registration does not imply a certain level of skill or training. Additional information about CIVC Partners is
available via the SEC’s website at www.adviserinfo.sec.gov. CSPIA currently does not anticipate that investment
vehicles sponsored by CIVC Partners will be offered to clients.

Other Related Entities
Maria Patton CPA, a Financial Advisor, operates an independent accounting practice. Certain Clients are clients
of Maria Patton’s accounting and tax practice. These services are not supervised by CSPIA.

March 2026 Firm Brochure Part 2A                                                       Page 18 of 33

Item 7 Types of Clients
CSPIA’s advisory services are provided to the following types of Clients:
    •    Individuals;
    •    Pension/Profit-sharing/Retirement Plans;
    •    Trusts/Estates/Charitable Organizations;
    •    Corporations and Institutions;
    •    Governmental Entities/Educational Institutions; and
    •    Insurance Companies

Financial Advisors generally impose minimum asset size requirements in order to service accounts. Each Client
enters into an investment advisory agreement for advisory services provided to that Client. Notwithstanding any
provisions in the advisory agreement, Clients have certain non-waivable rights under federal and state securities
laws and certain other laws, including but not limited to, CSPIA’s fiduciary duty to Clients as provided by the
Advisers Act (Client’s “Reserved Rights”). Nothing in the investment advisory agreement shall be deemed to
waive any of the Reserved Rights or any remedies afforded to the Client under federal or state securities laws.